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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations

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The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

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Post Tagged with: "Baby boomer"

 
  • How you understand time determines your destiny?

    How you understand time determines your destiny?

    How you understand time determines your destiny? by Enzo Calamo Your time is your greatest asset! Whatever your age, you ONLY have a limited number of Birthdays, Christmas Holidays, and weekends. Furthermore, for Baby Boomers, most of these special days are in the past rather than in front of them. The biggest challenge that I encounter when talking with people is that they understand this concept of limited time but they only view time as linear. Linear time starts at birth and ends at death. Throughout history, time only keeps moving forward. As a result, for the majority of people, memories and regrets are located in the past while hopes and dreams are for the future. However, linear time is just one form of time. There are several other ways to view time which are much more beneficial and productive for your life. The following are just a few examples: PRESENT TIME: All that anyone can count upon is the current moment. Therefore, a better view of time management is non-linear. Either you DO something NOW or not! If you do not do something now, then you will NEVER do it, you must DELEGATE it to someone else to do it now, or you SCHEDULE the action for a future time. Furthermore, with the advances in technology today, you may be able to delegate your task to a system or process that will accomplish your objectives simultaneously as you do something else. CIRCULAR TIME: All of us are aware of the four seasons in the year but we ignore the life cycles in our lives. Just because something in your life is going well or not, it does not mean that it will continue the same way forever (this is a linear thought mentality). LEVERAGED TIME: By aligning your time, talents, and treasures to accomplish your life purposes, there is the ability to leverage your time to accomplish multiple goals at the same time. For example, if you use your money to bring in a housecleaner on the weekend, you can spend your time to workout, shop, or to do some other important task in your life. For most wealthy families that I work with at Lugen Family Office, understanding how leveraged time works is by far their most important advantage over the average person. I strongly recommend that you pay attention to how you view your time since your present choices are determining your destiny and your life story. As John Wooden said, “If you don’t have time to do it right, when will you have time to do it over?”

     
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  • The Generational Leadership Gap

    The Generational Leadership Gap More than ever, long standing companies are being faced with the Generational Leadership Gap. The Baby Boomers that founded the company and have run it successfully for decades are having difficulty reaching the younger generations to continue their legacy. With over 10,000 Baby Boomers turning 65 every day in Canada, business leaders must be willing to change their communication styles and methodologies if their organizations are going to survive beyond them.  

     
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  • Baby boomers and social technology

    Baby boomers and social technology A look at how baby boomers are adapting to social media and smart phone technologies. Dan Simon reports.  

     
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  • Capacity for Care: Today, Yesterday, and Tomorrow by John J. Havens and Paul G. Schervish

    Capacity for Care: Today, Yesterday, and Tomorrow by John J. Havens and Paul G. Schervish

    Click on Capacity for Care to read the article. Before we look at the post-boomers, we need to know that the boomers will keep fundraisers busy at least three more decades. They are wealthier in total and per household than any previous generation and are just now coming into prime giving ages. For now and for several decades, these boomers will increasingly become the prime prospects for charitable giving (both inter vivos and testamentary). They will receive the greatest wealth transfer in history. But a substantially larger transfer wealth will be given by them than was given to them.  

     
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Access The #1 UHNW Newsletter!

 

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Lugen Family Office is the Most Trusted Online Curator on Legacy Planning, Wealth Management, Financial Literacy, Family Business, Philanthropy, and the UHNW.

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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 15,000 Complimentary Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

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The #1 UHNW Wealth Management Newswire For Living Your Dreams. Over 12,100 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON FINANCE AND WEALTH MANAGEMENT

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 6,900 Complimentary Posts On Key Factors To Build A Profitable and Sustainable Business!

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The #1 UHNW Real Estate Newswire for Luxury Homes and Commercial Real Estate. Check out the latest trends in real estate today with over 5,800 Complimentary posts.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON LUXURY AND COMMERCIAL REAL ESTATE

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Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,800 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON PHILANTHROPY

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

Read the latest news

 

Lugen Family Office Proudly Supports AIP

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The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

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